Account Summary

Automatically provide consumers with an engaging view of their full financial picture.
Get Started With Account Summary

FinApp: Account Summary

Get the Full Financial Picture

In order to gain even greater control over their money, consumers need all of their financial information at their fingertips. By seeing their banking accounts, credit cards, investments, mortgages, and rewards around the world all in one place, consumers can increase their control and peace of mind.

This product is available via
  • APP
  • API

FinApp: Account Summary

Key Features

Empower Australians to take control of their finances with access to their full financial picture of accounts.

Customer-Friendly Onboarding

Frictionless onboarding to link and add accounts

View Balances in Real Time

View balances from all accounts including banking, credit card, investments, and other categories

Assets & Liabilities

Optimise lending decisions by understanding consumer assets and liabilities

Drive Long Term Loyalty

Offer the digital banking services and financial wellness offerings that drive customer satisfaction and opportunities to increase share of wallet

Proven Provider

10+ years in Australia, local management, plus global experience and reach make Envestnet | Yodlee the ideal partner

Insights and Advice

Explore our collection of white papers, eBooks, case studies and more for details on our apps, APIs, and other financial wellness solutions.


How it Works

Benefits for Institutions and Innovators

Financial institutions and FinTech innovators can also benefit from a view of customer balances across all financial accounts. 

  • Understand liabilities
  • Full view of assets
  • Cross-sell products
  • See upsell opportunities